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There are no conditions related to the offer....,just ask!
Part of our work is representation before insurance companies concerning contested claims, and the relationship it has to trust tax returns. Just ask.
Many of the folks we speak with believe they have a huge problem. More often than not, we find it to be a simple matter, that is, if you have years working with the IRS and financial institutions like we do. We find often that clients really seek our advanced understanding of financial instruments like Roth vs. Traditional IRA as one simple example.